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Building 2CENTERPIECE WEALTH ADVISOR

Map pinGREENWOOD VILLAGE, CO
Phone720-296-5495
NotebookSEC #801-129631
Total AUM
$138.6M
Employees
2
Clients
75

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6400 S FIDDLERS GREEN CIR STE. 300
GREENWOOD VILLAGE
CO 80111
United States
Operating Hours
BY APPOINTMENT
BY APPOINTMENT
Phone
720-296-5495

ReceiptFinancials

Total AUM
$138.6M
Accounts
312
Discretionary
$113.1M
Accounts
276
Non-Discretionary
$25.5M
Accounts
36

ContactClients

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Individual Clients
37
AUM
$120.6M
HNW Individual Clients
38
AUM
$18M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CONCTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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